See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,785 | $104,486+26.1% | $76,817+71.6% | $152,861-13.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 14.08% | 1013.37%-999.3pp | 1166.11%-1152.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $3,571 | $3,116+14.6% | $2,302+55.1% | $4,762-25.0% |
| Participant deferral / active EE | $4,322 | $4,236+2.0% | $3,336+29.6% | $5,850-26.1% |
| Admin fee / account holder | $217 | $12,275-98.2% | $6,420-96.6% | $11,596-98.1% |